Obermeyer Wood Investment Counsel, LLLP
● SEC registered since 1997CRD 110069SEC# 801-54953Aspen, CO
Reg. AUM
$3.03B
Employees
31
Accounts
2,732
Location
Aspen, CO
Obermeyer Wood Investment Counsel, LLLP assets under management
Obermeyer Wood Investment Counsel, LLLP is an investment advisory firm registered with the SEC based in Aspen, CO. The firm has been registered since 1997. It reports $3 billion in regulatory assets under management and employs 31 people.
Obermeyer Wood Investment Counsel, LLLP owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Maxwell Savin Control | Limited Partner And Vice President | Under 5% | 2024 |
| Alexandra Flynn Phillips Control | General Partner, Limited Partner, President, And Cco | 10-25% | 2014 |
| Booth Creek Capital Holdings LLC | Limited Partner | Under 5% | 2024 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Obermeyer Wood Investment Counsel, LLLP manage?
Obermeyer Wood Investment Counsel, LLLP reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Obermeyer Wood Investment Counsel, LLLP have?
Obermeyer Wood Investment Counsel, LLLP reports 31 employees.
Where is Obermeyer Wood Investment Counsel, LLLP located?
Obermeyer Wood Investment Counsel, LLLP is based in Aspen, CO and has been SEC-registered since 1997.
Does Obermeyer Wood Investment Counsel, LLLP disclose fund performance?
Obermeyer Wood Investment Counsel, LLLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 501 Rio Grande Place, Suite 107, Aspen, CO 81611 |
| Phone | 970-925-8747 |
| Fax | 970-925-8723 |
| Office hours | 7:30a.m. To 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1349654 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.03B▲ 27%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$3.03Bregulatory AUM
Discretionary $3.03B